1. Implementing Recruiting
  2. Hierarchical Role

Hierarchical Role

Hierarchical roles are the explicitly defined roles in the organization and their order of relationships.

Hierarchical roles are used in the Dynamic Approval Routing (DAR) feature to define the order of approval path relationships and the level in this hierarchy that must be achieved for different types of approvals. 

Example: CEO > Senior Vice President > Vice President > Director > Manager > Team Leader.

It is recommended to use an employee integration to associate users to their hierarchical role so that this information stays current and synchronized with the HRMS. If an integration is not used, the creation and configuration of hierarchical roles can be done using the Hierarchical Roles feature (Configuration > Roles > Hierarchical Roles). When creating and configuring hierarchical roles:

  • Start from the top of the organization hierarchy and go down. It will be easier to associate subordinate roles if the highest level is active first.

  • Create codes that will allow you to sort them in an order that represents the organization hierarchy. For example, Code: 01 - Name: CEO; Code: 02 - Name: Senior VP; Code: 03 - Name: VP, and so on.

  • Specify the superior role in the hierarchy. For example, if creating the Manager role, the hierarchy will be Director, meaning that the Manager will report to the Director.

  • Associate users to a hierarchical role. Several users can be associated to one hierarchical role, but only one hierarchical role can be assigned to a user.